Merion Investment Management is a fund manager in Scottsdale with $354.49 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
271799462
SEC advisor number
801-77511
FINRA CRD number
161215
AUM ?
$354.49 mm
(as of 4 May 23)
Accounts
3
(as of 4 May 23)
Employees
2
(2 investment advisory or research)
Address
Merion Investment Management
1111 KANE CONCOURSE, SUITE 603
BAY HARBOR ISLANDS
FL 33154
1111 KANE CONCOURSE, SUITE 603
BAY HARBOR ISLANDS
FL 33154
Office hours
Monday - Friday, 9AM-5PM
Phone
305-290-6020
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Johnson, Samuel, Ingle | Partner, Portfolio Manager | 08/2009 | 10-25% |
Alb MC Investments LLC | Partner | 10/2008 | > 75% |
Johnson, Samuel, Ingle | Limited Partner (Merion Capital Partners LP) | 10/2009 | 10-25% |
MC Investment Management LLC | General Partner | 10/2008 | |
Barroway, Andrew, Lawrence | Partner | 10/2008 | > 75% |
Griffin, Molly, Ann | Chief Compliance Officer | 01/2023 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Merion Investment Management LP | $354.49 mm | |
Merion Capital Erisa LP | $174.86 mm | Hedge Fund |
Merion Capital LP | $254.63 mm | Hedge Fund |
Merion Capital Offshore LP |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 18
13F-HR
Quarterly holdings report by institutional manager
14 Nov 17
13F-HR
Quarterly holdings report by institutional manager
15 Aug 17
13F-HR
Quarterly holdings report by institutional manager
15 May 17
13F-HR
Quarterly holdings report by institutional manager
14 Feb 17
3
Andrew Barroway
23 Nov 16
4
Andrew Barroway
23 Nov 16
SC 13G/A
Starz
23 Nov 16
SC 13G
Starz
17 Nov 16
13F-HR
Quarterly holdings report by institutional manager
14 Nov 16